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Buyer - How To Guides
- General Information
- Requisitions
- Purchase Orders
- Receiving Notes
- Invoices
- Paperless Invoicing
- Credit Notes
- Buy List
- Self-Managed Pricing
- Contract Catalogues
- Suppliers
- Inventory
- Mobile Stock Taking
- Recipe Manager
- Point Of Sale
- Budgeting Module
- Rebates
- Accounts Payable
- Account Administration
- Approval Workflow
- User Accounts
- Internal Requisitions
- Barcodes
- Informal Supplier Management
- Punchout
- Snapshots
- Informal Products
- Internal Requisition
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Supplier - How To Guides
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Information Guides
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FAQs & Troubleshooting
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Snapshots
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Paperless Invoicing
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General Information
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Chat
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Internal help guides
Account Settings Snapshots
To access any of the below snapshots, simply click the snapshot name to open this in Purchase Plus.
Permissions Matrix
This snapshot displays the permissions' matrix that makes up the Personas used in Purchase Plus.
Persona Name
Persona Description
Role Name
Resource Type Name
Can Create
Can Read
Can Update
Can Delete
Can Also
Preview:
User Activity
This snapshot displays all user activity and can be filtered by a date range (maximum of 30 days).
Note - Depending on the amount of activity for the 30 days, this may need to be further restricted by User if there are too many lines to export.
Action
Artifact
Activity Message
User
Activity Created At
State
Preview:
User Account
This snapshot exports all user accounts, last signed in date/time and the personas they have been assigned.
Full Name
Position
Telephone
Last Sign In At
Persona
Preview:
Delegation of Authority
This snapshot exports the detail of all the Approval Workflows that have been set-up.
Purchaser Name
Approval Workflow Name
Rank
Is Unlimited
Maximum Value
Minimum Approvers
Is Compulsory
User Email
User Name
Position
Role Name
Preview: